TANF Eligibility How Do I Guide

Size: px

Start display at page:

Download "TANF Eligibility How Do I Guide"

Annabelle Spencer
5 years ago
Views:

Visit the DCF Website (http://fsfn.dcf.state.fl.us) for the User Guide and additional resources. How Do I Create a.

1 How Do I Guide March 8, 2015 The Florida Safe Families Network () How Do I Guide helps you understand the steps to complete your work in the system. It is a desk reference companion to the User Guide that includes additional details. Visit the DCF Website ( for the User Guide and additional resources. How Do I Create a... 2 Create, Edit, and View Federal Poverty Level (FPL) Information Request Determination March 8, 2015 Page 1 of 5

2 Create a Create a TANF Eligibility From Financial Work: From the desktop menu bar, click Financial Work. From the Create Financial Items box, select Eligibility dropdown and click on Create TANF. Click Continue. Click the Search hyperlink. In the Last Name field on the Person Search page, enter the child s last name. Click the Search button. From the Persons Returned group box, click the Person icon next to the applicable Person Name hyperlink. Click the Case icon. Click the radio button for the desired case. Click the Continue button. TANF Page is launched. From the desktop, click the Case Work icon; From the Create menu, click Case Work; From Case Book, click the Create Case Work hyperlink. The Create Case Work page displays. From the Eligibility drop down, select TANF. In the Cases group box, select a case. In the Case Participants group box, select a participant. Click Create. The page displays. Per Florida policy TANF eligibility must be completed before an Investigation can be closed. TANF can be created from the Create Case Work, Eligibility dropdown or through Financial Work. Users can view and update this page via the Desktop, on the outliner under the Eligibility section, TANF Eligibility hyperlink, or is accessible through the Search. A search can be conducted by name, SSN or other system identifier such as person ID. A TANF determination for ongoing services is created when the first unpaid placement is approved within a removal episode. Only one TANF record is created per removal episode. Rev Max will use the TANF Determinations Due report to identify what records need attention. Pending TANF records will appear on the report immediately. The TANF will appear on the TANF Determinations Due Report 30 days before the Effective To date. Allowing the user to create a new TANF. March 8, 2015 Page 2 of 5

3 Complete a TANF Eligibility Access page for desired person. Verify the Effective From date is accurate and update, if necessary. In the Household Information section, verify the system derived responses to whom Eligibility Applies To and US Citizen Or Qualified Non Citizen. Answer Questions 1-4. Question 2 is system derived. Click the Assets & Employment expando to view and check the box(es) for desired participants. Enter any applicable Eligibility Notes. Click Save. Approve the TANF page through the use of the Approval hyperlink displayed in the Actions group box. Case Name and Child Name display as hyperlinks to launch Maintain Case and Person Management, respectively. If Citizenship is displayed incorrectly, save the TANF page intermittingly, launch Person Management to make update, save and close Person Management and return to thetanf page which will update and reflect the change. Create, Edit, and View Federal Poverty Level (FPL) Information. Create, View and Edit, FPL Information. Creating FPL Information From menu bar, click on Utilities and select FPL Maintenance from the drop down. To create a new FPL, click the Insert button. Enter Fiscal Year for which Federal Poverty Levels will apply. Enter Effective From date in which the FPL will take effect. Enter Effective To date in which the FPL will end its effectiveness. Enter all applicable FPL Amounts calculated at the 200% level. Enter FPL Monthly Income for Household Members 1 through 10. Enter FPL Yearly Income for Household The Federal Poverty Level (FPL) Maintenance allows users to document FPL amounts using for the designated Fiscal Year. Only users with the appropriate security can access and maintain the FPL Maintenance Page. The FPL Update Information pop-up page launches enabling user to enter FPL calculations. If the Select FPL Complete option is not selected and the page is only saved and closed, once the page is closed an Edit hyperlink will be displayed on the FPL Maintenance page. Once the FPL Complete option is selected and processed, the FPL Maintenance page displays a View hyperlink and the FPL March 8, 2015 Page 3 of 5

4 Members 1 through 10. Enter FPL Monthly Income for households larger than 10. Enter FPL Yearly Income for household larger than 10. Click Save button. Select FPL Complete from the Options drop down and click Go. Update Maintenance page displays in view only mode. Editing FPL Information Select the Edit hyperlink on the row just created. From the Options dropdown select FPL Update Complete. Click Close button. Viewing FPL Information Select the View hyperlink on the row just completed. Click Close button. Select Save button. Request Determination 5244 Request for Determination From the Actions box located in the upper right hand corner of the page, click on the Request for Determination 5244 hyperlink. TANF for Ongoing Services Click Close From the Options dropdown select Approval TANF for Investigation Approved when the Investigation is approved for Closure. Request for TANF Funds/Eligibility Determination Form 5244 template can be printed and has all determination information included from the system page. Standard system approval. If it is an investigation, the TANF for Investigation approval option does not display. Approval will be done by the Supervisor at time of Investigation Closure This approval option displays for TANF eligibility determinations completed for an unpaid placement or child based determination launched from Create Case Work. The template notification pop-up will display if the form Request for TANF Funds/Eligibility Determination March 8, 2015 Page 4 of 5

5 Form-5244 has not been launched. The user may select Ignore to continue to the next step, or Return to immediately return to the TANF page without further processing. If the user selects Ignore, the page will display TANF status pop-up The TANF Status will be set to {the new status}. Click Yes if this is correct. Click No to retain the previous status. The user then has the options of Yes and No buttons. If Yes is chosen, the correct status displays in the Eligibility Information group box. The approval page will then launch, the system will pre-fill with the worker s supervisor s name, but does allow the user to select another person with correct security to which the approval is intended. Upon return to the TANF page the system will automatically save the determination record and the worker will be presented with a disabled Save button. The TANF page will refresh and be frozen. March 8, 2015 Page 5 of 5

Introduction to the TANF Eligibility module

Introduction to the TANF Eligibility module To familiarize you with this new functionality, this module includes a system overview of the enhanced Temporary Assistance for Needy Families (TANF) Eligibility